Retirement Action Event

A special event for concerned retirees and those planning to retire

Learn how to retire financially independent and potentially “crash-proof” your retirement and position your portfolio for growth.

Join local retirement specialist and fiduciary, Ryan Larson, Savvy Investor Guy, for an enlightening and very timely financial seminar. A complimentary dinner with be served immediately after the presentation.

Topics we will discuss:

  • Risk Reduction – Learn to properly and effectively transition away from significant market exposure over to more suitable instruments.
  • IRA Structuring – Extend your IRA or 401(k) to your children and/or grandchildren in the most tax efficient and effective manner.
  • Cash Flow / Retirement Planning – Learn strategies on how to prevent outliving your money.
  • Taxes and the IRS – Safeguard your assets from unnecessary taxation.
  • Other Investment Opportunities – Learn about Alternative Investments and how it can play a role in your retirement plan.
  • Are you with a Retirement Expert? – 4 ways to make sure your current advisor is giving you expert advice.
  • Getting a Second Opinion – Why getting a second opinion may be the most important financial decision of your life.

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money (without market risk or unnecessary fees). This is an informational program that deals with the facts… the good, the bad and the fine print.


Seating is limited.
Complete the form below to make your reservation today!

JANUARY 28 | 6:00 PM
Retirement Action Event
Ruth’s Chris Steak House | Scottsdale

Ryan Larson, Savvy Investor Guy

Ryan is the principal Investment Advisor and owner of FirstLine Financial located in Scottsdale, Arizona. Ryan recognizes the importance of growing and preserving the assets accumulated for retirement and the need for reallocating those assets in transition from the working years to the retirement years. Focused on the unique needs of retirees and transitioning Boomers, Ryan employs a host of time-tested strategies utilizing both securities and insurance offerings. Ryan’s personal mission is to protect one’s life savings from unnecessary risks from market fluctuations and avoid fees and whenever possible, create tax efficiencies.

Due to overwhelming demand for this event and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before completing the above form:

This is a special event for married couples. We strongly urge you to attend with your spouse.

This event is intended for individuals and couples age 45 and older. By completing the form above, you acknowledge that you or your spouse is age 45 and older.

This event is designed solely for individuals looking to obtain financial information or advice.

If you are a financial advisor or if you are in the financial services industry, we ask that you kindly extend a professional courtesy and not attend.


As a private event, FirstLine Financial reserves the right to withdraw this invitation at any time at its discretion. Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. FirstLine Financial LLC is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.